A nice move of 1.9% today. Particularly pleasant given that the NBI was down 0.4%. The move was driven by a great CPRX performance. It closed up 6.4%. I am now up 44% in this position. I was tempted to unload some today but it looks like it might keep on going so I will hold for a while longer.
At present I am 46% cash, 31% CPRX, 14% VTUS and 9% APPY.